Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,039 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
7,275
shares
|
$956,080
0.17% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
7,222
shares
|
$949,115
0.26% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,192
shares
|
$945,172
0.07% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
7,190
shares
|
$944,909
0.37% of portfolio
|
Q2 2025
Added 318.51%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
7,125
shares
|
$936,367
0.54% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
7,103
shares
|
$933,476
0.03% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
7,084
shares
|
$930,979
0.12% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
7,067
shares
|
$928,745
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
7,064
shares
|
$928,350
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
7,062
shares
|
$928,088
0.03% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
7,047
shares
|
$926,116
0.01% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
7,030
shares
|
$923,882
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
7,026
shares
|
$923,356
0.25% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
7,005
shares
|
$920,597
0.17% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Carlson Capital L P
Dallas, TX |
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$919,939
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
6,993
shares
|
$919,020
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,976
shares
|
$916,785
0.01% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,972
shares
|
$916,260
0.05% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
6,932
shares
|
$911,003
0.18% of portfolio
|
Q2 2025
Added 29.42%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
6,927
shares
|
$910,346
0.12% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
6,925
shares
|
$910,083
0.03% of portfolio
|
Q2 2025
Reduced 31.01%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
6,877
shares
|
$903,775
0.51% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,876
shares
|
$903,643
0.02% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
6,860
shares
|
$901,541
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,858
shares
|
$901,278
0.04% of portfolio
|
Q2 2025
Added 25.6%
|